Company lists · Data refreshed September 2026
Top 13 401k plan advisors based in Fort Lauderdale, United States
RevenueBase identified 30 401k plan advisors headquartered in Fort Lauderdale, United States as of September 2026 and tracks 457 professional contacts across them, including 188 with verified work emails. New York is the largest hub.
This list covers 401k plan advisors headquartered in Fort Lauderdale, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 13 largest 401k plan advisors based in Fort Lauderdale, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 263 contacts → | ||||
Indirect evidence “At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 50 contacts → | ||||
Indirect evidence “Does Your Big-Name Investment Firm Know Yours?” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 49 contacts → | ||||
Indirect evidence “Christian Morgan (president/ceo), started in the insurance industry in 2008 with a primary focus on retirement planning, annuity insurance, and wealth management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 30 contacts → | ||||
Indirect evidence “Palisades Hudson Financial Group LLC was founded by our president, Larry M.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 6 contacts → | ||||
Indirect evidence “Krause Capital Investments is a full service, wealth management and employee benefits planning firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 4 contacts → | ||||
Indirect evidence “I created a boutique firm to work with people who value service and want to work within a one-on-one relationship.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 3 contacts → | ||||
Strong evidence “At Platinum Peak Advisors, we believe that successfully reaching financial independence requires thoughtful assistance and a professional plan that addresses not only the…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 3 contacts → | ||||
Partial evidence “Welcome to The Saffer Financial Group, a trusted financial advisory firm dedicated to providing comprehensive and personalized solutions since our founding in 1991.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Partial evidence “ERISA Pension Systems offers employers comprehensive services on the design, planning, and administration of all types of qualified retirement plans including 401(k), Profit…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 1 contacts → | ||||
Indirect evidence “Since, 1996, Eric Starke, President/Founder of Starke Financial Services has given consulting advice to individuals, families, and business owners related to financial planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “Financial advisors with intellect, heart and soul.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Partial evidence “KL Wealth Advisors is a boutique financial services firm that serves business owners and retirees.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Indirect evidence “At Life Capitalized Financial, we understand the challenges of navigating today's complex financial landscape.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names 401k plan advisors.
- Partial evidence
- Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name 401k plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 13 of 30 401k plan advisors based in Fort Lauderdale, United States
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401k plan advisors based in Fort Lauderdale, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Fort Lauderdale, so it is reported there. Company counts and contact totals on this page are exact for Fort Lauderdale, over 30 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Fort Lauderdale, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Fort Lauderdale are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 188 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
401k plan advisors by metro in the United States
- 401k plan advisors in New York126
- 401k plan advisors in Houston120
- 401k plan advisors in Atlanta108
- 401k plan advisors in San Diego96
- 401k plan advisors in Chicago86
- 401k plan advisors in Scottsdale81
- 401k plan advisors in Dallas77
- 401k plan advisors in Charlotte69
- 401k plan advisors in Austin67
- 401k plan advisors in Denver64
- 401k plan advisors in Portland63
- 401k plan advisors in Overland Park60
- 401k plan advisors in Cincinnati59
- 401k plan advisors in Tampa55
- 401k plan advisors in Greenville50
- 401k plan advisors in Irvine46
- 401k plan advisors in Los Angeles46
- 401k plan advisors in Phoenix46
- 401k plan advisors in Raleigh46
- 401k plan advisors in Columbia45
- 401k plan advisors in Columbus45
- 401k plan advisors in San Francisco45
- 401k plan advisors in Greenwood Village43
- 401k plan advisors in Indianapolis43
- 401k plan advisors in Newport Beach43
- 401k plan advisors in San Antonio43
- 401k plan advisors in Las Vegas42
- 401k plan advisors in Pittsburgh42
- 401k plan advisors in Seattle42
- 401k plan advisors in Grand Rapids41
- 401k plan advisors in Rochester39
- 401k plan advisors in Bellevue36
- 401k plan advisors in Wilmington36
- 401k plan advisors in Omaha35
- 401k plan advisors in Boston34
- 401k plan advisors in Springfield34
- 401k plan advisors in Jacksonville33
- 401k plan advisors in Boca Raton31
- 401k plan advisors in Minneapolis31
- 401k plan advisors in Plano31
- 401k plan advisors in Colorado Springs30
- 401k plan advisors in Fort Lauderdale30
- 401k plan advisors in Miami30
- 401k plan advisors in Tulsa30
- 401k plan advisors in Orlando29
- 401k plan advisors in Richmond29
- 401k plan advisors in Sarasota29
- 401k plan advisors in Troy29
- 401k plan advisors in Madison28
- 401k plan advisors in Tucson28
- 401k plan advisors in Birmingham27
- 401k plan advisors in Lexington27
- 401k plan advisors in Kansas City26
- 401k plan advisors in Knoxville26
- 401k plan advisors in Cleveland25
- 401k plan advisors in Fort Worth25
- 401k plan advisors in Louisville25
- 401k plan advisors in Philadelphia25
- 401k plan advisors in Salt Lake City25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many 401k plan advisors are there based in Fort Lauderdale, United States?
RevenueBase identified 30 401k plan advisors headquartered in Fort Lauderdale, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Coastal Wealth, headquartered in Fort Lauderdale, tops this list with the largest team on record.
Which city has the most 401k plan advisors?
New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 188 verified decision-maker contacts tracked across these 30 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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